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How to Categorize Transactions

Categorize your transactions for financial reporting

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Written by Support Team
Updated over 2 years ago

Step 1: Select "Transactions" on the left side of the screen.


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Step 2: Click on the transaction that you would like to categorize.
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Step 3: Select the "Category" drop-down box and select a category from the list. Click the blue "Save" button.

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